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Greg Trebil Email
Director Financial Planning & Investments . Tradition Wealth Management
Edina, MN
Locationg**********@traditionwealthmanagement.com
Primary EmailHow to contact Greg Trebil
Join and see Greg's contact info for free!Current Roles
Employees:
31Revenue:
$5.2MAbout
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Adviser. Tradition Wealth Management, LLC, is independent of ProEquities, Inc.Tradition Wealth Management Address
7601 France Avenue SouthEdina, MN